Contact Wealth Management Services
I work with my clients to help them reach their financial goals which allows them the opportunity to enjoy the dignity and lifestyle they expect into retirement.
- Bryan Pettit
Bryan Pettit is a Licensed Financial Advisor registered through CUSO Financial Services, L.P. (CFS) and located at Peninsula Credit Union to provide quality Wealth Management Services for our members. He provides no-obligation, thorough, personal and confidential investment and insurance services personally designed to meet our member’s needs.
Bryan and his wife Elisha have three children and live locally in Shelton. He enjoys coaching youth soccer as well as singing, playing guitar, fishing and hunting. Mr. Pettit shares his time throughout PCU branches and is happy to meet with anyone that would benefit from wealth management services.
Bryan is securities and insurance licensed in the state of Washington.
Feel free to call or e-mail Bryan or talk to your local branch Member Services Representative to set up an appointment.
CUSO Financial Services, L.P.
Toll Free: 800.426.1601
Office: 360.426.1601 ext. 3168
521 W. Railroad, Shelton, WA 98584
* Investments offered through CFS (Member FINRA/SIPC)
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Peninsula Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.